RIA Intel›Advisers›Virginia›YORKTOWN MANAGEMENT AND RESEARCH CO INC

YORKTOWN MANAGEMENT AND RESEARCH CO INC

Institutional

N·FOREST, VA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$677M
1-Year AUM Growth
+2.1%
3-Year CAGR
-15.0%
Employees
7
Assets Under Management
Total AUM$677M
Discretionary AUM$677M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients1
Team
Total Employees7
Investment Advisers9
Employee Growth (1Y)—
Filing History
Total Filings on Record27
First FilingJan 25, 2001
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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